Fox News host Neil Cavuto is well known for broadcasting an hour long infomercial for the U.S. Chamber of Commerce and Wall Street daily.  White House manufacturing and trade advisor Peter Navarro interrupts Cavuto’s multinational talking points to explain a Pro-U.S. trade initiative that will help level the playing field.  Things go downhill….

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Amid new reports of U.S. companies initiating a rapid exodus from China, President Trump has announced the delay of the next round of tariff increases on Chinese goods from October 1st to October 15th.

U.S. Company Survey – More than a quarter of the respondents – or 26.5% – said that in the past year, they have redirected investments originally planned for China to other regions. That’s an increase of 6.9 percentage points from last year, the AmCham report said, noting that technology, hardware, software and services industries had the highest level of changes in investment destination (read more)

President Trump apparently senses the diminishing position of Chairman Xi.  The status quo, U.S. disinvestment, has put Beijing into a weakening position.  As the president noted today during remarks from the oval office, Xi’s belt-and-road (aka ‘bribe and loan’) supply chain program is collapsing.
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The media were prepared to use the term “bellwether” for the next several weeks, all they needed was for democrats to win two special election House seats in North Carolina.  Unfortunately for the narrative engineers, following campaign stops by President Donald Trump, republicans Dan Bishop (NC-09) and Greg Murphy (NC-03) won both districts.

(NC State Election Results)

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This afternoon President Donald trump delivers remarks at the 2019 National Historically Black Colleges and Universities Conference at the Renaissance Washington, D.C. Downtown Hotel.  Anticipated start time is 2:15pm EDT.
UPDATE: Video and Transcript

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[Transcript] THE PRESIDENT: Thank you. It’s a great honor to be here with you. And Ja’Ron, you’re a special person — a great friend of my daughter and my son-in-law. And he’s done an incredible job.
And it’s really wonderful to be with the unbelievable leaders of our nation’s Historically Black Colleges and Universities. It was a very important trip for me to be here with you today. A couple of people aren’t happy because I had to cancel them out, but that’s okay. We don’t mind.
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The Beijing/Wall Street lobbyist Robert Zoellick has taken an attack posture on behalf of his U.S. corporate clients and their investments in China.
White House director of trade policy Peter Navarro appears on FOX Business’ Lou Dobbs to rebuke Zoellick and Beijing claims about Trump’s trade policy:

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Acting Commissioner of Customs and Border Protection (CBP) Mark Morgan holds a press conference to update on the status of ongoing border security and immigration enforcement.  [Video and Transcript Below]
Border arrests fell to roughly 51,000 in August, a more than 60 percent decrease from 133,000 arrests in May, which was the peak of the recent surge. [CPB Press Release] However, Commissioner Morgan emphasized that Mexico must continue to do more to secure the border.  Morgan said Mexico has taken “meaningful and unprecedented steps” to stop migrants passing through its country, “but they need to do more.”

U.S. and Mexican officials are scheduled to meet tomorrow to discuss ongoing efforts and expectations from the Trump administration to continue avoiding tariffs. President Andres Manuel Lopez-Obrador deployed thousands of troops from a newly formed National Guard to intercept migrants and keep them from reaching the U.S. Southern border.  AMLO does not want to face U.S. tariffs on Mexican products.
[Transcript] ACTING COMMISSIONER MORGAN: Good morning. And thank you all for being here today.
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Treasury Secretary Steven Mnuchin appears for an interview with Maria Bartiromo to discuss the Trump administration’s efforts to return privatization to Fannie Mae and Freddie Mac, the state of the U.S. economy, U.S. trade talks with China, USMCA and government spending.
Ms. Bartiromo is very concerned about retaining the wealth position for her friends on Wall Street and the Asian investment needs of U.S. multinational corporations.

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The South China Morning Post has an interesting article highlighting that July’s export results from China were likely skewed as U.S. companies proactively made purchases to take advantage of Beijing’s currency devaluation in combination with filling inventory ahead of the U.S. holiday needs.

Additionally, August export results from China show an actual drop in exports, falling 16 percent year-over-year from decreased U.S. orders:

Shipments fell by 1 per cent in the month after growing 3.3 per cent in July in dollar terms, and below the 2.1 per cent growth expected by analysts in a Bloomberg poll. Imports in the month dropped by 5.6 per cent, leaving a trade surplus of US$34.84 billion, according to China’s General Administration of Customs.

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White House Director of Trade and Manufacturing Policy Peter Navarro appears on Fox News to discuss the current status of the U.S-China trade discussions and the USMCA.
Ms. Bartiromo points out how U.S. multinationals are holding back further investment in Asia due to ongoing President Trump tariffs.  Mr. Navarro points out there is no uncertainty if U.S. companies would invest in Main Street USA.
However, the Wall Street multinationals do not want to give up on their Asian investments and bring U.S. manufacturing jobs back to North America.  Hence the conflict between Wall Street/The Big Club and Main Street/President Trump.

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As Navarro noted, the narrative about October talks between the U.S. and China are driven by the collaborative financial interests of Beijing and Wall Street multinationals in an effort to create the image of something that doesn’t exist.  Prepare accordingly.
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Democrat president candidate Elizabeth Warren has made a campaign promise that is quite remarkable:

The consequences of such policy are not esoteric; they are very real and very serious.  Who would immediately benefit from Warren’s policy: Russia, China, Iran and Venezuela. Who would suffer, Americans.  Here’s how…
Within the first 24 hours of Elizabeth Warren’s presidency she is promising to dramatically raise the price of Oil and Natural Gas.  This will:

• Immediately hand Vladimir Putin hundreds of billions worth of enhanced Russian energy exports.  A windfall of economic growth that will mean Russian policy expansion globally.
• Support the regime of Venezuelan dictator Maduro who relies on oil production and pricing to keep his socialist government in place.
• Expand the influence of China; and increase the value of Beijing’s investments in Russian energy and 49% state in PDVSA (Venezuela).
• Immediately help the Iranian economy; enhance the stranglehold of power by the Mullah’s over the Iranian people; help fund terrorist actions globally, and specifically create terrorist attacks in Saudi Arabia, Egypt, Libya and Israel.
• Return U.S. policy and strategy back to a position of dependence on OPEC nations; so we can expect more U.S. military involvement in the middle-east (as above).

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